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Tabzoola

Tabs for a Wealth Management Client Review Binder, Priced

0:58 · Tabzoola — custom index tab dividers made in Schaumburg, Illinois

Client review binder tabs for wealth management, RIA and family office practices: Tabzoola's 10-tab client review set opens in the designer with Client Profile, Account Summary, Investment Performance and seven more sections typed; change any of them. 25 sets, collated and 3-hole punched with clear Mylar, $9.92 a set; 250 sets $3.24; free PDF proof; ships 5 business days after approval.

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Building client review binders for your advisory practice? Tabzoola prints the tabs with your own section names.

Open the client review set, and Client Profile, Account Summary, Investment Performance and 7 more sections are already typed. Change any of them.

25 sets of 10 tabs, collated and 3-hole punched with clear Mylar, is $9.92 a set. 250 sets is $3.24.

A free PDF proof comes first, and sets ship 5 business days after you approve.

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